How to use DocuSign with your Solatech SalesPRO system

How to use DocuSign with your Solatech SalesPRO system

Summary

While Solatech SalesPRO has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process.
 Note: These instructions require an existing DocuSign account.


Instructions

  1. While logged into SalesPRO, open any quote, sale or order
  2. Click on the Preview icon from the Home ribbon
  3. Select the output that you wish to send to your customer for signature. 
  4. Click the Save As icon. 
  5. Save the PDF  document in an easily accessible location on your computer. 
  6.  Log into your Docusign account online
  7. Upload the file you saved in step 4 to your DocuSign account
  8. Proceed with the DocuSign email process. 


Applies To:

  • Solatech SalesPRO

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